Retirement plan

NQ ZEBRAWORKS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: NQ ZEBRAWORKS, LLC - NQ ZEBRAWORKS, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: NQ ZEBRAWORKS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NQ ZEBRAWORKS, LLC 401(K) PROFIT SHARING PLAN AND TRUST, NQ ZEBRAWORKS, LLC

NQ ZEBRAWORKS, LLCEIN 27-0514388Plan #001PY 2025

21001 NORTH TATUM BLVD, SUITE 1630-956 - PHOENIX, AZ 85050602-426-1550

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7.9M

-0.2% from 2024

Total participants

-7.4% from 2024

Average account balance

$115,743

+8.6% from 2024

Annual return

14.64%

+0.08 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.87M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$116K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

119.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$803K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$29379

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2.0M

$35048 / participant

Other / not subdivided$2M100.0%

% of EOY assets

25.383%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$115,743

$106,864+8.3%

$147,318-21.4%

$82,637+40.1%

Participation rate

87.7%

75.5%+12.2pp

82.1%+5.7pp

68.1%+19.7pp

Annual return

14.64%

27.49%-12.9pp

70.43%-55.8pp

53.51%-38.9pp

Employer contribution / active EE

$5,662

$3,417+65.7%

$4,593+23.3%

$2,552+121.9%

Participant deferral / active EE

$8,419

$6,496+29.6%

$7,906+6.5%

$4,126+104.0%

Admin fee / account holder

$29,379

$8,415+249.1%

$13,708+114.3%

$7,339+300.3%

NQ ZEBRAWORKS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NQ ZEBRAWORKS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion